RBC Wealth Management announced that Joshua Wright has joined its New England Complex as a financial advisor and senior vice president-investments, taking the lead on the firm's Bedford and Peterborough branches in New Hampshire.
Wright arrives from Wells Fargo Advisors, where he managed approximately $200 million in client assets and served as a branch manager.
Wright brings 25 years of financial services experience to the role, with a practice focused on long-term financial planning, retirement strategies and estate-planning for clients at various stages of wealth accumulation.
"My goal is always to help clients move forward whether they're in the early stages of building wealth or facing complex retirement or estate-planning decisions later in life," said Wright.
Brendan Krebs, New England Complex Director at RBC Wealth Management, described Wright as "a thoughtful leader, a trusted financial advisor, and a natural mentor."
Making the move alongside Wright is Mary Cronin, a 36-year industry veteran who joins as senior registered client associate. Cronin – who holds Series 7, 63 and 65 securities registrations, along with New Hampshire life and health insurance licenses – spent more than two decades supporting advisors at Morgan Stanley and its predecessor firms before joining Wells Fargo in 2013.
News of Wright's arrival came on the heels of RBC announcing that Kristin Kimmell, who left her executive vice president role at Osaic, would be rejoining as West Divisional Director.
Wells Fargo Advisors Financial Network – the wirehouse's independent contractor channel, known as FiNet – highlighted a spate of advisor additions during the month of May.
The advisors and practices involved collectively oversee more than $3 billion in assets under management, according to a company statement.
The standout addition on the East Coast is Twin Harbors Private Wealth, a nine-person team that affiliates from Melville, N.Y. The team was previously split across two separate Merrill Lynch practices before combining to launch the new independent practice.
Also on the East Coast, Sullivan & Associates Wealth Management in Kingston, N.Y., welcomed Brian Ginty from Osaic Wealth, and Heirloom Wealth Advisors in Wilmington, Del., added Coty Schnake from Citizens. And Oceanic Wealth Management in Fort Lauderdale, Fla., added Deborah Mansour from Equitable Advisors.
In the Mid-Atlantic, Seventy2 Capital Wealth Management in Hunt Valley, Md., added Christopher Kelly and Bret Schertz, both previously with RBC.
Moving to the Midwest, NEST Capital in Cincinnati, Ohio, welcomed Brian Merrick from Stratos Wealth Advisors. Merrick will operate as Three Asset Advisory Group of NEST Capital.
In the South, Seventy2 Capital also expanded in Southlake, Texas, adding Kyle Appling and Emily Landerholm from Comerica. Conservant Financial in New Braunfels, Texas, welcomed Cynthia Michael from Belpointe Asset Management; she will operate as Two Rivers Wealth Advisors of Conservant Financial.
In the Mountain West, TSG Wealth Management in Denver, Colo., added Jason Kariuki from J.P. Morgan, along with Margaret "Marhe" Youch and her son Robert Youch from Ameriprise, based out of Bellevue, Wash.
John Tyers, president of FiNet, said the growth reflects both "the strength of our platform" and the strength of existing network practices.
"Advisors are drawn to the opportunity to grow their businesses on their own terms, whether by joining established practices or launching new ones, while having access to the scale and capabilities of a leading wealth management firm," Tyers said.
The May additions come after a particularly strong first quarter for FiNet, which logged close to $5.5 billion in client assets across January and February, one of its strongest recruiting runs since the channel was founded 25 years ago.
UBS announced that Ella Curren has joined the firm's Manhattan Market as a financial advisor, operating as a senior member of Two Rivers Private Wealth.
Curren reports to Kellie Brady, UBS Manhattan market executive, and Demie Kommatas, market director.
Curren joins from Lazard Asset Management, where she held the titles of director and co-head of the Private Client Group. While at Lazard, she also co-chaired the Lazard Women's Leadership Network, an internal group focused on the professional advancement of women in the firm.
Read more: Next generation of women enters wealth management, but revenue roles still dominated by men
At UBS, Curren will focus on sophisticated investment and wealth management solutions for high-net-worth and ultra-high-net-worth families, business owners, endowments and foundations.
"She brings a strong track record advising sophisticated clients as well as a client-first approach that aligns well with our platform," said Brady.
Kommatas added that Curren's experience and commitment to service make her "a strong addition to the team."
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